About the Standards
What are the data standards?
MMI and the Operations and Communications Standards Committee believes the current state of connectivity in the managed solutions industry does not allow for the efficient flow of data between the sponsors, investment managers, broker dealers, and custodians that service the industry. The Data Standards Committee is committed to an electronic solution to connect sponsors, investment managers, broker dealers, custodians and other industry participants in order to handle client requests more efficiently. Furthermore, the future growth of the industry may be significantly inhibited if data standards are not implemented.
What is the Operations and Communications Standards Committee?
The Operations and Communications Standards Committee as a subcommittee of the Technology and Operations Committee, is responsible for the development and release of the MMI data standards. The Committee members are dedicated individuals with a vast array of experience from trading desks and operational areas to technology, and are generally in senior management roles within their firms.
Who is on the Data Standards Committee?
PARTICIPANTS
Suzanne Akers
James Kiernan
John Axisa
Maggie Klasen
Brian Bleasdell
Vinny Lepore
Liz Boldis
Walter Makarucha
Renee Bowen
Vincent Manning
Paul Bucaoto
Tom McGann
Cheryl Cohen
Diane Murphy Goldstein
François Coeytaux
Bill O’Dell
Liz Conklin
Jim Quartuccio
Michelle Curley
Christine Rogers
Allen Dionne
Ernesto Small
Sandra Robinson
Roger Stevens
Mary Gentempo
Bridget Vaughn
Dannie Gray
Gib Veconi
Lorenzo Harris
Denean Williams
Lynn Zabner
PARTICIPATING FIRMS
ADVISORport
Lockwood®
AIM Private Asset Management, Inc.
Lord Abbett & Co. LLC
Allianz Investors
Managers Investment Group
Bisys
Merrill Lynch Investment Managers
CheckFree Inc
Money Management Institute
Davis Advisors
Nuveen Investments
DTCC
Old Mutual Asset Management
Franklin Templeton Portfolio Advisors
Placemark
Gartmore Separate Accounts LLC
Prudential Investments
Goldman Sachs
SEI Investments
INVESCO
State Street Wealth Management Svcs.
JP Morgan Asset Management
UBS Financial Services Inc.
Wells Fargo